See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,509 | $95,416-74.3% | $185,823-86.8% | $85,850-71.5% |
| Participation rate | 68.6% | 68.8%-0.1pp | 81.7%-13.1pp | 69.3%-0.7pp |
| Annual return | 30.05% | 23.59%+6.5pp | 122.05%-92.0pp | 318.53%-288.5pp |
| Employer contribution / active EE | $1,104 | $3,314-66.7% | $5,167-78.6% | $2,565-57.0% |
| Participant deferral / active EE | $1,493 | $3,423-56.4% | $5,568-73.2% | $3,952-62.2% |
| Admin fee / account holder | $1,792 | $7,213-75.2% | $16,237-89.0% | $6,260-71.4% |